Tax Preparer

Johnson Boog, LLC.; Stillwater (MN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Flexible hours

Hybrid work options

Job summary

A growing CPA firm in Stillwater, MN, is seeking an experienced Tax Manager with a clear path toward partnership. This position involves managing tax engagements, preparing complex tax returns, and building strong client relationships. Ideal candidates will have at least 3 years of CPA firm experience, along with EA or CPA certification. The firm values integrity and client-centered work and offers flexible hours and hybrid work options. Join a team that believes in long-term relationships and professional growth.

Qualifications

• Minimum 3 years of tax and accounting experience in a CPA firm.
• Enrolled Agent (EA) or CPA certification is required.
• Experience in client project management and relationship building.

Responsibilities

• Lead and manage multiple tax engagements.
• Prepare and review complex tax returns.
• Develop and manage relationships with clients.

Skills

Tax preparation

Client relationship management

Analytical skills

Organizational skills

Communication skills

Education

Associate degree in Accounting, Finance, or related field

BA/BS in Accounting, Finance, or related field

Tools

Drake tax preparation software

QuickBooks Online

Microsoft Excel

Microsoft Word

Job description

Accounting & Business Services | Helping Small Businesses Simplify Back-Office Operations | Relationship-Focused | Growth-Minded Partner | Automation…

Tax Manager

We are looking for an experienced Tax Manager to join our team. We’re a growing firm serving the East Metro and Western Wisconsin areas, and this role includes a clear path toward partnership for the right person.

We value honesty, integrity, and client-centered work. If you like building long-term relationships with clients and teammates and enjoy rolling up your sleeves on accounting and tax work, we’d like to talk.

Schedule & Work Arrangement

• Flexible hours
• Hybrid work options (mix of in-office and remote, depending on the season and workload)

Role Summary

• Lead and manage multiple tax engagements and staff deliverables
• Prepare and review complex individual and business tax returns
• Review financial statements and tax planning projections
• Research and resolve more complex technical tax issues
• Help the firm meet its overall goals by supporting client relationships, staff development, and business development efforts

You’ll have the opportunity to grow your career by managing client projects, building strong client relationships, and contributing to the future of the firm.

Key Responsibilities

• Meet with prospective clients, help prepare quotes and proposals, and assess client needs as part of business development efforts
• Develop, build, and manage relationships with both new and existing clients
• Stay involved in professional and community activities and participate in firm-wide marketing efforts
• Communicate clearly and professionally with clients, colleagues, firm leadership, and IRS representatives on a variety of tax matters
• Support and provide training for new hires and existing staff, including reviewing and evaluating their work
• Provide leadership and guidance to staff accountants and seasonal interns
• Review individual and business tax returns and assist with tax planning
• Review and understand financial documents and statements provided by clients
• Handle sensitive and confidential information with discretion
• Work effectively in a team environment with partners, managers, and staff
• Professionally represent the firm at business and community events
• Support staff development and firm growth by helping to develop industry niches in the firm’s services

Required Education & Experience

• Associate degree in Accounting, Finance, or a related field
• 3 years of tax and accounting experience in a CPA firm
• Enrolled Agent (EA) or CPA certification
• Strong technical, analytical, and organizational skills
• Proficiency in Microsoft Excel and Word
• Excellent verbal and written communication skills
• High level of organization, focus, and attention to detail

Preferred Qualifications

• BA/BS in Accounting, Finance, or a related field
• 5+ years of tax and accounting experience in a CPA firm
• Experience withDraketax preparation software andQuickBooks Online
• CPA exam passed with an active license, or actively working toward passing the CPA exam
• Customer-service mindset — proactive, observant, knowledgeable, timely, and reliable

Physical Requirements

• Ability to lift up to 20 pounds
• Ability to sit or stand for extended periods
• Regular use of a keyboard for data entry and document preparation

Pay Range

• $70,000 – $100,000 per year, depending on experience and qualifications

Job Type: Full-time

Experience:

• Tax : 3 years (Required)

License/Certification:

• CPA/EA license (Required)

Work Location: On-Site/Hybrid in Stillwater, MN OR St. Croix Falls, WI

Johnson Boog is an Equal Employment Opportunity Employer.

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